| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CTO, CTO-PA | CTO Realty Growth, Inc. | Director | $904K | Oct 1, 2025 | ||
| SWKH, SWKHL | SWK Holdings Corp | Director | $668K | Jan 7, 2022 | ||
| FVT | Fortress Value Acquisition Corp. III | Director | Dec 28, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|